Basis Educational Ventures, Llc 401(k) Plan: Login, Facts & Contact Information

Basis Educational Ventures, Llc 401(k) Plan Facts

Plan name
BASIS EDUCATIONAL GROUP RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BASIS EDUCATIONAL VENTURES, LLC
Participants
3,416 (2,492 active employees)
Former employees with a balance
0
Plan assets
$117,955,783 at Jun 30, 2025
Average account balance
$32,477 across 3,632 accounts
Employer contributions
$5,779,918 in plan year 2024 (40% of all contributions)
Recordkeeper
Vanguard Advisers Inc.
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Jul 1, 2009
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 9, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.6 million went into the plan in contributions, $5.78 million of it from the employer (40%).
  • $7.88 million was paid out to participants.
  • Investment and other income added $14.4 million.
  • Administrative expenses were $327,976, about $90 per account.

How the Basis Educational Ventures, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,854$45.7 million$4.42 million$10.1 million
20202,675$65.7 million$3.74 million$4.81 million
20212,758$62.4 million$4.29 million$4.73 million
20223,179$76.9 million$4.68 million$6.12 million
20233,085$97.1 million$5.35 million$6.30 million
20243,416$118.0 million$5.78 million$7.88 million

Basis Educational Ventures, Llc 401(k) Contact Information

Phone
480-289-2088
Mailing address
7975 N. HAYDEN ROAD, STE. B100, SCOTTSDALE AZ 85258
Plan sponsor
BASIS EDUCATIONAL VENTURES, LLC
Employer identification number (EIN)
81-0909912
Plan number
001

Questions about the Basis Educational Ventures, Llc 401(k)

Does Basis Educational Ventures, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.78 million, 40% of all contributions.

Does the Basis Educational Ventures, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Basis Educational Ventures, Llc 401(k) plan?

3,416 participants at the start of plan year 2024, 2,492 of them active employees.

What is the average 401(k) balance at Basis Educational Ventures, Llc?

About $32,477 per account: $118.0 million in plan assets across 3,632 accounts with a balance at the end of plan year 2024.

Who manages the Basis Educational Ventures, Llc 401(k) accounts?

Vanguard (listed on the filing as VANGUARD ADVISERS INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Basis Educational Ventures, Llc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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